Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | VOYA MULTI-MANAGER MID CAP VALUE FUND · IMCVX cheaper diff. adviser | 69% | 0.07% | Voya Investments, LLC |
| 2 | Voya VACS Series MCV Fund · VVJEX cheaper diff. adviser | 69% | 0.15% | Voya Investments, LLC |
| 3 | Victory Sycamore Established Value Fund · VETAX, GETGX, VEVIX, VEVYX, VEVRX, VEVCX cheaper diff. adviser | 64% | 0.54% | Victory Capital Management Inc. |
| 4 | CTIVP - Victory Sycamore Established Value Fund diff. adviser | 62% | 0.82% | Columbia Management Investment Advisers, LLC |
| 5 | NVIT Victory Mid Cap Value Fund diff. adviser | 62% | 0.87% | Nationwide Fund Advisors |
| 6 | Victory Sycamore Mid Cap Value Portfolio cheaper diff. adviser | 61% | 0.60% | Brighthouse Investment Advisers, LLC |
| 7 | JNL Multi-Manager Mid Cap Fund diff. adviser | 33% | 0.79% | Jackson National Asset Management, LLC |
| 8 | SIMT Mid-Cap Fund · SEMCX, SIPIX, SFDYX | 27% | 0.74% | — |
| 9 | Fidelity Mid Cap Value Index Fund · FIMVX cheaper diff. adviser | 27% | 0.05% | Fidelity Management & Research Company LLC |
| 10 | iShares Russell Mid-Cap Value ETF · IWS cheaper diff. adviser | 27% | 0.23% | BlackRock Fund Advisors |
| 11 | Acclivity Mid Cap Multi-Style Fund · AXMNX, AXMIX cheaper diff. adviser | 26% | 0.44% | Innealta Capital, LLC |
| 12 | Avantis U.S. Mid Cap Equity ETF · AVMC cheaper | 26% | 0.18% | — |
| 13 | Venerable Mid Cap Index Fund cheaper diff. adviser | 25% | 0.40% | Venerable Investment Advisers, LLC |
| 14 | John Hancock Multifactor Mid Cap ETF · JHMM cheaper diff. adviser | 25% | 0.41% | John Hancock Investment Management LLC |
| 15 | PD Mid-Cap Index Portfolio cheaper diff. adviser | 25% | 0.19% | Pacific Life Fund Advisors LLC |
| 16 | State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF · ONEO cheaper diff. adviser | 25% | 0.20% | SSGA Funds Management, Inc. |
| 17 | Xtrackers Russell US Multifactor ETF · DEUS cheaper diff. adviser | 25% | 0.17% | DBX Advisors LLC |
| 18 | Schwab U.S. Mid-Cap Index Fund · SWMCX cheaper diff. adviser | 25% | 0.04% | Charles Schwab Investment Management, Inc. |
| 19 | Voya RussellTM Mid Cap Index Portfolio · IRMAX, IIRMX, IRMCX, IRMTX cheaper diff. adviser | 25% | 0.15% | Voya Investments, LLC |
| 20 | iShares Russell Mid-Cap ETF · IWR cheaper diff. adviser | 25% | 0.18% | BlackRock Fund Advisors |
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